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What we do
A focused practice for financial services leadership.
Retained executive search for C-suite, board and senior leadership roles, led by partners who have worked inside the institutions they recruit for. Every search is run with discretion, rigour and a long view of fit.
25+
Years recruiting in financial services
600+
Executive and board placements
94%
Of placements still in role after two years
40
States where we have placed leaders
Who we serve
Two sides of every great appointment.
01 · Clients
Boards and leadership teams
Confidential searches for the roles that will define your next decade.
02 · Candidates
Senior executives
A discreet partner for the career moves that matter most.
03 · Our Approach
How a search runs
Five deliberate stages, from the first conversation to a leader settled in the role.
Expertise
Depth across every corner of finance.
Banking & Financial Institutions
Chief executives, CFOs, risk leaders and directors for banks, credit unions and specialty lenders navigating growth, regulation and change.
Private Equity & Venture Capital
Operating partners, portfolio company CEOs and investment leaders who create value from the first day of the hold.
Asset & Wealth Management
Chief investment officers, distribution heads and practice leaders for asset managers, RIAs and private wealth platforms.
Questions
Questions, answered.
The things clients most often ask before a search begins. If yours isn’t here, we are happy to talk it through.
How are your fees structured?
We work on a retained basis: a fee agreed at the outset, typically a share of the role’s first-year compensation, paid in stages as the search progresses. There are no hidden costs, and we discuss the structure openly before you commit.
How long does a search take?
Most senior searches take twelve to sixteen weeks from the first briefing to an accepted offer. You will usually meet a first shortlist within three to four weeks.
Do you work on an exclusive basis?
Yes. Exclusivity lets us approach the market properly and represent your organisation consistently to every candidate, which is essential at senior level.
How do you protect confidentiality?
Confidential searches are run under a code name, candidates sign confidentiality undertakings before learning the client’s identity, and information is shared only with the people who need it.
What happens after the placement?
We stay close through the first year, checking in with you and your new leader at agreed points, and every placement is backed by a replacement guarantee.
Get in touch
Start a conversation.
Tell us a little about what you need. A partner reads every message and replies within one business day, in confidence.
Phone
Office
123 Example Avenue, Suite 400
New York, NY 10000
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